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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beth? Claim Your ProfileBeth Falkenstein is a financial advisor with Creative Planning, based in Overland Park, KS. Beth has been in the industry for over 20 years, and has experience working with a wide range of clients, including high-net-worth individuals, families, trusts, businesses, and retirement plans. Beth is committed to providing personalized financial advice that helps clients achieve their financial goals. Beth specializes in financial planning, retirement planning, college savings planning, and investment management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
02/06/2019 - Present
Creative Planning (OVERLAND PARK KS)
LA
11/06/2015 - 04/29/2016
PARK AVENUE SECURITIES LLC (METAIRIE LA)
IL
04/03/2013 - 11/13/2013
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
LA
08/18/2009 - 03/07/2013
PARK AVENUE SECURITIES LLC (METAIRIE LA)
LA
07/19/2002 - 08/17/2009
LPL FINANCIAL CORPORATION (METAIRIE LA)
NC
11/20/2000 - 07/19/2002
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
NY
07/24/1998 - 11/16/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
11/14/1995 - 07/17/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
08/29/1991 - 09/06/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
LA
02/27/1991 - 08/26/1991
HIBERNIA INVESTMENT SECURITIES INC. (NEW ORLEANS LA)
LA
04/03/1990 - 05/02/1990
HIBERNIA INVESTMENT SECURITIES INC. (NEW ORLEANS LA)
NA
08/22/1989 - 03/06/1990
MARQUIS INVESTMENTS, L.L.C.
IA
Issued 06/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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